Here’s some details on our online personal finance tool

Real Life is busy & most often made up of Multiple Priorities mixed with Multiple Financial Providers. 85% of consumers want one place to manage all of their finances as they feel out of control with their information.

How LegacyTracker makes a difference:

One central/accessible location to bring all of the important details & accounts together

Comprehensive built-in templates helps users document the important details of life as well as important information related to other family members.

Attach electronic copies of documents as well.

Flexible printing/sharing options allows users to share the information with a spouse, family member or advisor.

Voila. Now the details/documents are easily accessible when needed.

Too much Procrastination! Too many individuals & their families are putting off discussions about estate planning & final wishes or forgetting to share that information with their loved ones. Procrastination can mean family members & loved ones will incur additional grief, stress & expense in an already stressful time. Procrastination is most likely a major factor in the alarming increase in unclaimed funds (assets) that now approximates some $62 Billion in North America.

How LegacyTracker makes a difference:

LegacyTracker can help open up or facilitate important family conversations

Better organization of information is made possible with flexible but comprehensive templates. Better Organization often clears the path for more proactive planning as information is more available and accessible and sharable

Built in alerts/reminders safeguard against missing or outdated information

Built in templates will help ensure that the information needed relating to financial assets is available to reduce the risk of unclaimed assets

Emergency Preparedness is minimal

It’s not your imagination, various forms of emergency situations (and disasters) have increased at an alarming rate in recent years. Despite this, the level of emergency preparedness for most individuals & families is minimal. Recovering from most types of emergency situations requires that information is readily available, accessible & accurate.

How LegacyTracker makes a difference:

Important Details as well as scanned documents are made readily available & accessible from anywhere a remote connection is available,

A lack of focus, clarity and engagement can get in the way of financial progress

They are too-common themes today, a lack of focus, clarity and engagement despite the worry that a large majority of individuals have relating to their personal financial lives. Surveys confirm that most are not reviewing their finances regularly & often delay working with a professional Advisor to help them determine & reach their financial/estate planning goals. lack clarity around what they have, what they might need and whether or not they are making any progress financially.

How LegacyTracker makes a difference:

Built in templates help clarify what they should document, safeguard & track

A built-in Net Worth Tracker helps clarify if progress is being made towards financial goals